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Billing & Subscriptions

Manage your SMVue subscription, payment methods, and seat assignments.

Billing & Subscriptions is where you manage your SMVue plan, payment methods, and seat purchases.

Access Billing by going to Settings → Billing (Owner only).

Plans

SMVue has two plans: Solo and Team. Standard manager accounts start a 14-day cardless trial when a CRM is connected, before selecting a paid plan.

The Manager seat is $150/month and is the only paid seat. Rep seats and Executive seats are free and unlimited. Executive seats are read-only; Rep seats are scoped to the rep's own workspace and include narrow task-status and Inbox reply actions. For the latest pricing, open Settings → Billing in the app, which always shows live prices, or ask the in-app support chat.

Solo

For a single sales manager (or an advisor running a client's sales org).

  • 1 Manager seat (you) — $150/month
  • Unlimited Rep seats (free, scoped to each rep's own data)
  • Unlimited Executive seats (free, read-only)
  • All core coaching tools: dashboard, pipeline, meetings & prep, performance, action items, notes
  • CRM & calendar integrations
  • Sales Coach

Best For: A solo manager and their reps

Team

For organizations with multiple managers — custom pricing.

  • Everything in Solo, plus:
  • Multiple Manager seats (each manager seat is paid)
  • Centralized billing for multiple managers
  • Multi-manager organization and team grouping

Best For: Orgs with multiple managers

Contact: sales@smvue.com for Team plan pricing

Add-ons

Add-ons can be purchased on top of either plan. Add-on pricing isn't public — contact us for add-on pricing.

  • Sales Coach for Execs — Sales Coach access for executive seats
  • Sales Coach for Reps — Sales Coach access for selected Rep seats
  • Meeting Notetaker — sends a notetaker bot to your calls to transcribe them and produce summaries and pre-call prep (beta)

Billing Intervals

Choose monthly or annual billing:

Monthly

  • Billed every month
  • Cancel anytime
  • Full flexibility

Annual

  • Billed once per year
  • Annual commitment

To Switch:

  1. Go to Settings > Billing
  2. Click Change Billing Interval
  3. Select Monthly or Annual
  4. Confirm

Free Trial

Standard manager accounts start a 14-day free trial when a CRM is connected:

Trial Includes:

  • Full access to plan features
  • No plan or payment method required during onboarding
  • No automatic billing

After Trial:

  • We'll email you before the trial ends and show the billing prompt on day 15
  • Subscribe to Solo with a payment method, or contact us about a Team plan
  • If you don't subscribe, you won't be charged and access becomes restricted

Upgrading Plans

Solo → Team

  1. Contact sales@smvue.com
  2. Discuss team size and needs
  3. Receive a pricing quote
  4. Sales team handles the upgrade

What Changes:

  • Gain multiple paid Manager seats
  • Multi-manager organization and team grouping
  • Centralized billing
  • Custom pricing

Adding Seats

Manager Seats

The Manager seat is $150/month and is the only paid seat. The Solo plan includes one Manager seat; adding more paid Manager seats requires the Team plan.

  1. Go to Settings > Billing
  2. Click Manage Seats
  3. Increase Manager seat count
  4. Click Update
  5. Confirm

Pricing:

  • $150/month per Manager seat (Team plan uses custom pricing — contact sales)

Executive Seats

Executive seats are free, read-only, and unlimited on every plan. Existing workspace owners can invite a member from Settings > Team and assign the Executive seat type for read-only access inside that workspace. A new organization-level Executive instead chooses Sales Executive during signup, creates the oversight organization, and invites managers into linked manager workspaces.

Rep Seats

Rep seats are always free and unlimited on every plan. They are scoped to the rep's own data and allow only the focused participation described in the Rep Seat guide.

No need to purchase Rep seats — just invite reps from Settings > Team.

Payment Methods

Adding a Payment Method

  1. Go to Settings > Billing > Payment Methods
  2. Click Add Payment Method
  3. Enter credit card details
  4. Click Save

Accepted Cards:

  • Visa, Mastercard, American Express, Discover
  • Debit cards with credit card number

Security:

  • Payment processing by Stripe (PCI DSS compliant)
  • SMVue never stores full card numbers
  • Encrypted transmission

Updating Payment Method

  1. Go to Settings > Billing > Payment Methods
  2. Click Update Card
  3. Enter new card details
  4. Click Save

Old card removed automatically

Multiple Payment Methods

You can store multiple payment methods:

  • Set one as default
  • Use different cards for different subscriptions
  • Remove unused cards anytime

Billing History

View past invoices and payments:

  1. Go to Settings > Billing > Billing History
  2. See all invoices (past 2 years)
  3. Download PDF invoices
  4. View payment status (Paid, Failed, Pending)

Invoice Details:

  • Invoice date and amount
  • Payment method used
  • Line items (seats, add-ons)
  • Tax breakdown

Proration

SMVue automatically prorates when you:

  • Add seats mid-cycle
  • Remove seats mid-cycle
  • Change billing interval
  • Upgrade or downgrade plan

How It Works:

  • You pay only for days used
  • Credit applied to next invoice
  • No manual calculation needed

Example:

  • Today is Dec 15
  • Your next billing date is Jan 1
  • You add 1 Manager seat
  • You pay for 17 days (Dec 15-31) prorated
  • Full price starts Jan 1

Cancellation

Cancel your subscription anytime:

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Select reason (optional feedback)
  4. Confirm cancellation

What Happens:

  • Access continues through end of billing period
  • No refund for partial month
  • Your data is retained for a grace period after cancellation, so you can reactivate without losing it

To Permanently Delete:

  • Use Delete Organization in Settings > Data & Privacy, or contact support — this is the only way to permanently remove your data right away

Failed Payments

If a payment fails:

  • Stripe automatically retries the charge for a while, with no immediate interruption to service.
  • We email the Owner to remind them to update the payment method.
  • If the payment keeps failing, access is restricted until billing is resolved.

To Resolve:

  • Update your payment method in Settings > Billing
  • Service resumes once a payment succeeds

Tax Handling

SMVue uses Stripe Tax for automatic tax calculation:

How It Works:

  • Tax calculated based on billing address
  • Compliant with local tax regulations
  • Shown separately on invoice

Supported Jurisdictions:

  • US sales tax (state and local)
  • Canadian GST/PST/HST
  • EU VAT
  • Other countries as applicable

VAT Numbers:

  • EU customers can provide VAT number
  • Enter in Settings > Billing > Tax Information
  • Exempts VAT if valid (B2B)

Seat Quantity Management

View and adjust seat counts:

  1. Go to Settings > Billing > Seats
  2. See current seat usage:
    • Manager seats (used / purchased) — the only paid seat
    • Executive seats (used) — free, read-only, unlimited
    • Rep seats (used) — free, scoped, unlimited
  3. Click Adjust Seats to change paid Manager seat quantity
  4. Preview cost impact
  5. Confirm changes

Cost Preview:

  • Shows prorated charge/credit for paid Manager seats
  • Reflects on next invoice

Billing Contacts

Add additional billing contacts to receive invoices:

  1. Go to Settings > Billing > Contacts
  2. Click Add Billing Contact
  3. Enter email address
  4. Save

Billing contacts receive:

  • Monthly invoices
  • Failed payment notifications
  • Billing updates

Do not receive:

  • Access to SMVue platform
  • Product notifications

Team Plan Billing

Team plan customers can ask about additional billing options:

Invoice Billing

  • Net 30 or custom terms
  • Purchase orders accepted
  • Wire transfer payment

Custom Contract

  • Annual or multi-year agreements
  • Custom terms and conditions

Contact: sales@smvue.com for Team plan billing

Troubleshooting

Payment failed

Issue: Card declined or payment failed

Solutions:

  • Verify card details (number, expiry, CVV)
  • Check with your bank (may be fraud prevention)
  • Try different payment method
  • Contact support if issue persists

Wrong amount charged

Issue: Invoice amount doesn't match expectations

Explanation:

  • May include proration from seat changes
  • Tax added based on billing address
  • Previous credits or charges applied

Solutions:

  • Review invoice line items in Billing History
  • Contact support with invoice number for explanation

Cannot change plan

Issue: Upgrade/downgrade button grayed out

Solutions:

  • Ensure you're the Owner (Admins cannot manage billing)
  • Check for failed payment blocking changes
  • Team plan changes require contacting sales
  • Contact support if issue persists

Tax ID not applying

Issue: Entered VAT number but still charged tax

Solutions:

  • Verify VAT number format is correct
  • Ensure country matches billing address
  • Check VAT number is valid (VIES database)
  • Tax may apply to previous invoices (not retroactive)
  • Contact support for verification

Need Help?

Billing questions? Contact support@smvue.com

Include:

  • Your organization name
  • Invoice number (if applicable)
  • Description of issue

Settings

Configure your account, organization profile, and integrations.

Help & Support

Frequently asked questions and troubleshooting guides.

On this page

PlansSoloTeamAdd-onsBilling IntervalsMonthlyAnnualFree TrialUpgrading PlansSolo → TeamAdding SeatsManager SeatsExecutive SeatsRep SeatsPayment MethodsAdding a Payment MethodUpdating Payment MethodMultiple Payment MethodsBilling HistoryProrationCancellationFailed PaymentsTax HandlingSeat Quantity ManagementBilling ContactsTeam Plan BillingInvoice BillingCustom ContractTroubleshootingPayment failedWrong amount chargedCannot change planTax ID not applyingRelated DocumentationNeed Help?